Who owns OR (OR)
Which tracked institutional funds hold OR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
96 tracked funds added or opened OR while 40 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OR’s largest tracked holder by dollar value, EdgePoint Investment Group Inc., sizes it at 5.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 251 tracked filers holding OR, 142 increased or opened the position and 105 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 21
- VANGUARD CAPITAL MANAGEMENT LLC$209M
- VANGUARD FIDUCIARY TRUST CO$63M
- Capital World Investors$55M
- Vanguard Global Advisers, LLC$23M
- MONTRUSCO BOLTON INVESTMENTS INC.$10M
- SummitTX Capital, L.P.$7M
Full exits 12
- VANGUARD GROUP INC$251M
- NORGES BANK$89M
- TWO SIGMA ADVISERS, LP$42M
- Fiera Capital Corp$12M
- Yaupon Capital Management LP$7M
- PRUDENTIAL FINANCIAL INC$4M
Largest adds
- T. Rowe Price Investment Management, Inc.$218M
- TWO SIGMA INVESTMENTS, LP$44M
- MORGAN STANLEY$31M
- GOLDMAN SACHS GROUP INC$28M
- Verbena Value LP$24M
- Invesco Ltd.$24M
Largest trims
- FMR LLC$47M
- MACKENZIE FINANCIAL CORP$40M
- VAN ECK ASSOCIATES CORP$36M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$31M
- PRICE T ROWE ASSOCIATES INC /MD/$29M
- EdgePoint Investment Group Inc.$22M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| EdgePoint Investment Group Inc. trimmed | 19,460,644 | $741M | 14.2% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 10,470,815 | $398M | 7.6% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 9,401,013 | $357M | 6.8% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 7,057,594 | $268M | 5.1% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 6,311,275 | $240M | 4.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,486,531 | $209M | 4.0% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 3,676,458 | $140M | 2.7% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 3,340,194 | $127M | 2.4% | 2026-Q1 |
| FMR LLC trimmed | 3,175,818 | $121M | 2.3% | 2026-Q1 |
| Elliott Investment Management L.P. | 3,111,000 | $118M | 2.3% | 2026-Q1 |
| Tidal Investments LLC trimmed | 2,728,396 | $104M | 2.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,694,845 | $102M | 2.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 2,392,575 | $91M | 1.7% | 2026-Q1 |
| Caisse de depot et placement du Quebec | 2,383,537 | $90M | 1.7% | 2026-Q1 |
| SPROTT INC. trimmed | 2,362,660 | $90M | 1.7% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 2,063,485 | $79M | 1.5% | 2026-Q1 |
| Invesco Ltd. added | 1,984,096 | $75M | 1.4% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 1,933,868 | $74M | 1.4% | 2026-Q1 |
| MORGAN STANLEY added | 1,897,527 | $72M | 1.4% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC trimmed | 1,754,144 | $67M | 1.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,663,750 | $63M | 1.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,531,491 | $58M | 1.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,461,432 | $56M | 1.1% | 2026-Q1 |
| Capital World Investors new | 1,450,134 | $55M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,402,526 | $53M | 1.0% | 2026-Q1 |
| Verbena Value LP added | 1,294,900 | $49M | 0.9% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,161,359 | $44M | 0.8% | 2026-Q1 |
| Amundi added | 1,151,071 | $44M | 0.8% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,140,918 | $43M | 0.8% | 2026-Q1 |
| Euro Pacific Asset Management, LLC trimmed | 1,026,669 | $39M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,008,086 | $38M | 0.7% | 2026-Q1 |
| TD Asset Management Inc added | 894,997 | $34M | 0.6% | 2026-Q1 |
| Verition Fund Management LLC added | 858,592 | $33M | 0.6% | 2026-Q1 |
| Scheer, Rowlett & Associates Investment Management Ltd. trimmed | 840,453 | $32M | 0.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 783,302 | $30M | 0.6% | 2026-Q1 |
| Nuveen, LLC added | 777,806 | $30M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 751,690 | $29M | 0.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 677,822 | $26M | 0.5% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 660,101 | $25M | 0.5% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 635,500 | $24M | 0.5% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 591,297 | $23M | 0.4% | 2026-Q1 |
| U S GLOBAL INVESTORS INC added | 534,625 | $20M | 0.4% | 2026-Q1 |
| Man Group plc trimmed | 472,666 | $18M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 422,475 | $16M | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 422,319 | $16M | 0.3% | 2026-Q1 |
| Boston Partners added | 386,408 | $15M | 0.3% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 389,470 | $15M | 0.3% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC trimmed | 375,846 | $14M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 374,430 | $14M | 0.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 323,500 | $12M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 293,664 | $11M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 284,537 | $11M | 0.2% | 2026-Q1 |
| TORONTO DOMINION BANK added | 282,757 | $11M | 0.2% | 2026-Q1 |
| CIBC Asset Management Inc added | 273,621 | $10M | 0.2% | 2026-Q1 |
| MONTRUSCO BOLTON INVESTMENTS INC. trimmed | 254,620 | $10M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 271,935 | $10M | 0.2% | 2026-Q1 |
| Prescott Group Capital Management, L.L.C. | 248,000 | $9M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 247,344 | $9M | 0.2% | 2026-Q1 |
| Cannell & Spears LLC trimmed | 243,658 | $9M | 0.2% | 2026-Q1 |
| 1832 Asset Management L.P. added | 233,563 | $9M | 0.2% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 223,364 | $9M | 0.2% | 2026-Q1 |
| LOUISBOURG INVESTMENTS INC. added | 221,772 | $8M | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 218,850 | $8M | 0.2% | 2026-Q1 |
| GLOBAL STRATEGIC MANAGEMENT INC trimmed | 211,502 | $8M | 0.2% | 2026-Q1 |
| Groupe la Francaise added | 200,000 | $8M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 196,390 | $7M | 0.1% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 194,909 | $7M | 0.1% | 2026-Q1 |
| Legal & General Group Plc added | 192,251 | $7M | 0.1% | 2026-Q1 |
| State of Tennessee, Department of Treasury trimmed | 191,850 | $7M | 0.1% | 2026-Q1 |
| Lane Generational LLC trimmed | 191,125 | $7M | 0.1% | 2026-Q1 |
| SummitTX Capital, L.P. added | 179,129 | $7M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 176,979 | $7M | 0.1% | 2026-Q1 |
| BARD ASSOCIATES INC trimmed | 163,863 | $6M | 0.1% | 2026-Q1 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 160,290 | $6M | 0.1% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 158,539 | $6M | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 157,044 | $6M | 0.1% | 2026-Q1 |
| Extract Advisors LLC trimmed | 155,316 | $6M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. new | 150,827 | $6M | 0.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 139,990 | $5M | 0.1% | 2026-Q1 |
| EDMOND DE ROTHSCHILD HOLDING S.A. added | 142,140 | $5M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 139,586 | $5M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 132,060 | $5M | 0.1% | 2026-Q1 |
| Northwest & Ethical Investments L.P. added | 118,525 | $5M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 118,162 | $4M | 0.1% | 2026-Q1 |
| BARCLAYS PLC added | 117,625 | $4M | 0.1% | 2026-Q1 |
| C WorldWide Group Holding A/S added | 109,803 | $4M | 0.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 109,247 | $4M | 0.1% | 2026-Q1 |
| ALPS ADVISORS INC added | 105,079 | $4M | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 103,700 | $4M | 0.1% | 2026-Q1 |
| RICE HALL JAMES & ASSOCIATES, LLC trimmed | 103,810 | $4M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 103,489 | $4M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 103,797 | $4M | 0.1% | 2026-Q1 |
| Genus Capital Management Inc. added | 97,510 | $4M | 0.1% | 2026-Q1 |
| Oxbow Advisors, LLC new | 96,499 | $4M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,096,310 | $251M | 4.8% | 2025-Q4 stale |
| NORGES BANK added | 2,501,068 | $89M | 1.7% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 1,173,769 | $42M | 0.8% | 2025-Q4 stale |
| Fiera Capital Corp trimmed | 349,922 | $12M | 0.2% | 2025-Q4 stale |
| Yaupon Capital Management LP added | 205,228 | $7M | 0.1% | 2025-Q4 stale |
| Acuitas Investments, LLC trimmed | 92,707 | $4M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.